CANANDAIGUA NATIONAL CORP

Position in CB — Chubb Ltd

CIK 759458 CANANDAIGUA, NY

Position in CB

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,436,699

-$535,244 QoQ

Shares Held

4,408

-50.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $7,471,790 across 4 Insurance - Property & Casualty names. CB ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	8,196	$2,390,609
2	ALL	Allstate Corp	11,158	$2,313,499
3	CB	Chubb Ltd This page	4,408	$1,436,699
4	PGR	Progressive Corp/Oh/	6,714	$1,330,983

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,436,699	4,408	-50.7%	Shares	Sole	2026-04-08
2022-12-31	$1,971,943	8,939	-2.8%	Shares	Sole	2023-01-25
2022-09-30	$1,672,750	9,197	-5.7%	Shares	Sole	2022-10-05
2022-06-30	$1,918,227	9,758	-16.5%	Shares	Sole	2022-07-05
2022-03-31	$2,500,063	11,688	-6.0%	Shares	Sole	2022-05-09
2021-12-31	$2,404,389	12,438	-12.9%	Shares	Sole	2022-01-04
2021-09-30	$2,477,641	14,282	+3.1%	Shares	Sole	2021-10-04
2021-06-30	$2,201,319	13,850	-1.5%	Shares	Sole	2021-07-06
2021-03-31	$2,221,848	14,065	+0.6%	Shares	Sole	2021-04-05
2020-12-31	$2,151,185	13,976	-0.7%	Shares	Sole	2021-02-11
2020-09-30	$1,634,156	14,073	+13.7%	Shares	Sole	2020-10-19
2020-06-30	$1,567,302	12,378	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.